Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Lane & South Coast Counties
- Sponsor EIN: 930572370
- Sponsor Address: 1010 GREEN ACRES RD, EUGENE, OR, 97408
- Plan Type: 403(b)
- Total Participants: 528
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 528 | $6.4M | $352,812 | $439,980 |
| 2023 | 575 | $5.2M | $320,515 | $380,391 |
| 2022 | 540 | $3.8M | $264,263 | $334,896 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JONES & ROTH, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $12,230 | — | — | — | — |
| 2023 | $8,825 | — | — | — | — |
| 2022 | $4,374 | — | — | — | $4,374 |